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Foster Victor Wealth Advisors, LLC - Portfolio Stock Holdings

Foster Victor Wealth Advisors, LLC disclosed 266 stock positions in a recent SEC 13F filing. $1,895,617,315 of stock holdings were filed, with the largest holdings including VTV, GOOGL, and LRCX. This filing represented positions held on June 30, 2026, and was filed on July 22, 2026.

We estimate the fund has a total AUM of $2,644,715,238 and has 42 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

266

Est. Stock Holding Value:

$1,895,617,315

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Foster Victor Wealth Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Foster Victor Wealth Advisors, LLC

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.